Beyond Bulls & Bears

Climate Change Sectors Heat Up
Equity

Climate Change Sectors Heat Up

Templeton Global Equity Group peels back the multiple layers of the investible climate change universe, and considers how companies can contribute to reducing carbon emissions on a global scale.

Quick Thoughts: How Might the Markets React to Changes in Personal Taxes?
Equity

Quick Thoughts: How Might the Markets React to Changes in Personal Taxes?

Can President Joe Biden muster the votes to raise personal income and capital gains taxes, and if he can, will stocks tumble? Our Chief Market Strategist Stephen Dover discusses.

Reasons We Remain Bullish on Gold
Equity

Reasons We Remain Bullish on Gold

While gold is valued for a variety of reasons, the uncertainty and economic fallout tied to the COVID-19 pandemic saw investment drive the price of the yellow metal to record highs in 2020. Equities related to the sector also saw solid investor interest, but as optimism around an economic recovery has grown, gold has lost some lustre thus far in 2021. Franklin Equity Group Portfolio Manager Steve Land discusses why gold demand could rebound from a weak start to the year, and where he sees potential opportunities for equity investors.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Global equities traded marginally lower last week, with much of the focus at a company level as first quarter (Q1) earnings season progresses. Despite strong earnings and record beats, there was lacklustre price action, with significant divergence in each region.